I rated NVDA as a Hold earlier and recommended hedging with put options in case of earning surprises. My earlier thesis has run its course prematurely thanks to DeepSeek's new AI algorithm. It caused
Managers of Norway's Government Pension Global Fund are resigned to living with tech's high concentration risk but say stocks like Nvidia have some bubble protection due to this one factor.
Noah Hamman will keep his eye on the tech sector in 2025. He questions the room for growth after DeepSeek promised A.I.
The recent flash crash in U.S. tech and AI stocks was triggered by DeepSeek's cost-efficient AI model, challenging the dominance of companies like NVIDIA. Despite market volatility, maintaining a bala
NVIDIA Corporation NVDA has once again proven its resilience, rebounding 8.9% on Tuesday after a brutal 17% plunge on Monday. The sell-off was triggered by concerns that Chinese AI startup DeepSeek's
Wall Street views the DeepSeek hysteria as a golden opportunity to buy fundamentally strong technology stocks NVIDIA, Broadcom & Twilio.

Nvidia Leads AI Stock Rebound, but Don't Buy Yet

10:05am, Wednesday, 29'th Jan 2025
After the shockwave sent through the artificial intelligence sector Monday following the DeepSeek earthquake, AI stocks recovered some of their lost ground.
Crypto-centric stocks like NVDA, IBKR and HOOD are likely to gain from Bitcoin's northbound journey.

Interview: Tae Kim, Author of "The Nvidia Way"

09:28am, Wednesday, 29'th Jan 2025
Tae Kim is a senior technology writer at Barron's and author of the new book The Nvidia Way. In this podcast, best-selling author Morgan Housel interviews Kim for a conversation about:
Trump, by taking the Office, has created an elevated uncertainty in the system, which is supportive for a heightened volatility. The DeepSeek in combination with rich multiples across the AI firm boar
Wall Street staged a rebound on Tuesday after the DeepSeek--ed sell-off.
The sizeable wobble in stock markets sparked by the emergence of DeepSeek's new artificial intelligence model is "a correction and not the start of a sustained bear market", according to Goldman Sach
A significant portion of Donald Trump's campaign has been built on the promise of protectionist – and, in many cases, punitive – tariffs, allegedly targeting ‘foreign adversaries' but, to an inc
Impressive results from China's low-cost DeepSeek AI model this week shaved roughly $1 trillion from U.S. tech stocks in the S&P 500. The post Guess How Many Investors Are Crazy Enough To Short Nvidia
Expectations were high for artificial intelligence (AI) companies, but they took a hit on Monday after Chinese startup DeepSeek claimed it can spend way less money and deliver AI performance comparabl
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